Unclaimed
Andrew Wiginton is a financial advisor based in Boston, Massachusetts. He has been working in the financial industry since 2001. He holds the Series 6, Series 7, Series 63, and Series 65 licenses and the SIE exam, demonstrating his knowledge of investment products and regulations. Andrew is currently registered with Eaton Vance Management in Boston, Massachusetts. Andrew has previously worked for Wells Fargo Funds Distributor, LLC and Van Kampen Funds Inc. His experience spans multiple firms and states, highlighting his broad understanding of financial services. Andrew specializes in providing financial advice to individuals, businesses, investment companies, and pooled investment vehicles. Andrew also specializes in selecting other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of portfolio income
1
2
MA
06/28/2018 - Present
Eaton Vance Management (BOSTON MA)
NC
01/04/2006 - 06/11/2018
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
TX
01/04/2001 - 01/03/2006
VAN KAMPEN FUNDS INC. (HOUSTON TX)
IA
Issued 11/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/03/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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